Gage Paul, financial advisor Hudson OH

Gage Paul

CRD Number: 6564812
Current Firm: Western Reserve Capital Management

Gage Paul (CRD# 6564812) is an Investment Advisor Representative working at Western Reserve Capital Management in Hudson, OH and has over 6 years of experience in the finance industry. Gage Paul has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Paul, Gage, Cobey Dba Western Reserve Capital Management Hudson, OH Jan 2024 - Current < 1
North Star Advisory Group LLC Beachwood, OH Jan 2023 - Feb 2024 1
Western Reserve Capital Management Hudson, OH May 2020 - Dec 2022 2
True Wealth Design Fairlawn, OH Sep 2019 - May 2020 < 1
Storey And Asscociates North Canton, OH Jun 2017 - Aug 2019 2
Mml Investors Services, LLC Broadview Heights, OH Mar 2017 - Jun 2017 < 1
Massmutual Uniontown, OH Jun 2016 - Jun 2017 1
Student Recreation And Wellness Center Akron, OH Aug 2014 - Jun 2017 2
Metlife Broadview Heights, OH Sep 2015 - Dec 2015 < 1
Springfield Financial Dover, OH May 2015 - Aug 2015 < 1
University Of Akron Akron, OH Aug 2013 - May 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for Gage C. Paul
Phone Number: 330-340-9452
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OH

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